Events
Upcoming Events
November 10, 2026
4:00p - 6:30p
Shadow Ridge Country Club
2026 Client Appreciation Event
We will be pairing this special wine with cheese, fruit, and chocolates.
Past Events
March 26, 2026
5:00p - 6:30p
Big Brothers Big Sisters of the Midlands
February 3, 2026
4:30p - 6:00p
Shadow Ridge Country Club
Guide to the Markets
JP Morgan will be presenting at the event and speaking to clients in attendance.
December 6, 2025
8:00a - 9:30a
Shadow Ridge Country Club
2025 Pictures With Santa
Pictures With Santa - 2025
November 11, 2025
4:00p - 6:30p
Shadow Ridge Country Club
2025 Client Appreciation Event
We will be pairing this special wine with cheese, fruit, and chocolates.
June 12, 2025
8:00a - 9:30a
Shadow Ridge Country Club
2025 Pictures With Santa
Pictures With Santa - 2025
February 4, 2025
4:30p - 6:00p
Shadow Ridge Country Club
State of the Markets 2025
First Trust will be presenting at the event and speaking to clients in attendance.
February 20, 2024
6:00p - 7:00p
Happy Hollow Club
"Courage! We've been here before" 2024 Investor Presentation - 6:00 PM
John Thomas with American Funds will be hosting the event and speaking to clients in attendance.